Under a cloud: the growing resentment against the massive datacentres sprouting across Australian cities

Hyperscale cloud providers are doing what any aggressive buyer with deep pockets would do: purchasing enormous volumes of DRAM and high-bandwidth memory to feed AI factories, new cloud regions, and expanding platform services. By securing supply ahead of competitors, they lock in favorable terms and ensure their growth is not constrained by component scarcity. From their perspective, this is smart business. From the enterprise market’s perspective, it is something else entirely. When the largest infrastructure providers absorb a disproportionate share of a finite supply of memory, prices rise for everyone downstream. Enterprises attempting to refresh on-premises servers, expand private clouds, or maintain hybrid architectures suddenly face a distorted market. Hardware lead times grow. Budget assumptions fail. Planned refreshes become much more expensive than expected. In some cases, the cloud begins to look attractive not because it is strategically superior, but because the economics

The race to build the world’s most powerful AI factories demands networking that keeps pace with the ambitions of AI itself.  NVIDIA Spectrum-X Ethernet scale-out infrastructure stands at the forefront of that race as the most advanced AI networking technology available today, deployed by industry leaders who can’t afford to compromise on performance, resilience or […]

Companies are taking control of their own data to tailor AI for their needs. The challenge lies in balancing ownership with the safe, trusted flow of high‑quality data needed to power reliable insights. This conversation from MIT Technology Review’s EmTech AI conference examines how AI factories unlock new levels of scale, sustainability, and governance—positioning data…